See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,181 | $52,353-40.4% | $120,225-74.1% | $82,448-62.2% |
| Participation rate | 95.1% | 58.3%+36.8pp | 69.6%+25.5pp | 68.1%+27.1pp |
| Annual return | 15.55% | 61.85%-46.3pp | 439.23%-423.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,962 | $1,510+162.4% | $3,475+14.0% | $2,551+55.3% |
| Participant deferral / active EE | $1,745 | $2,627-33.6% | $3,999-56.4% | $4,139-57.8% |
| Admin fee / account holder | $587 | $4,363-86.5% | $5,696-89.7% | $7,234-91.9% |